LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.08M
3
+$5.29M
4
CELG
Celgene Corp
CELG
+$5.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.04M

Top Sells

1
+$11.1M
2
+$8.66M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.88M
5
RTX icon
RTX Corp
RTX
+$3.15M

Sector Composition

1 Technology 24.57%
2 Healthcare 18.73%
3 Consumer Staples 11.29%
4 Financials 9.42%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$213K ﹤0.01%
13,300
277
$206K ﹤0.01%
4,726
278
$201K ﹤0.01%
1,400
279
$197K ﹤0.01%
3,546
280
$196K ﹤0.01%
+7,400
281
$195K ﹤0.01%
1,710
+285
282
$195K ﹤0.01%
1,800
283
$195K ﹤0.01%
3,300
284
$194K ﹤0.01%
3,582
285
$193K ﹤0.01%
2,625
+5
286
$189K ﹤0.01%
1,050
-2,639
287
$186K ﹤0.01%
15,536
288
$185K ﹤0.01%
4,950
289
$183K ﹤0.01%
2,200
290
$179K ﹤0.01%
9,870
-307
291
$176K ﹤0.01%
4,960
292
$173K ﹤0.01%
6,472
+72
293
$170K ﹤0.01%
1,383
+8
294
$170K ﹤0.01%
2,630
295
$168K ﹤0.01%
1,407
+120
296
$165K ﹤0.01%
1,650
297
$164K ﹤0.01%
3,200
298
$164K ﹤0.01%
839
-132
299
$164K ﹤0.01%
2,747
+12
300
$163K ﹤0.01%
6,270
+1,270
10 11
12
13 14